Let’s face it, no matter what you try to do, there always seems to be distractions around you at work and the schedule of a financial advisor is always crazy busy. You get desktop notifications for every email, your phone rings most of the day, and your smart phone is nearby. Whenever the screen lights up you stop whatever you’re doing to check it. Who knows, it could be a phone call from your favorite direct mail marketing company.
You could realize just how dirty and unorganized your desk is, and then before you know it you’ve spent 45 minutes going through files from 2008.
While your desk will probably need cleaning every now and then, and checking your phone once in a while is okay, here are our top tips to help financial advisors stay focused at work:
At first glance, everything seems to be something you HAVE to get done. Not only is that impossible, but that’s also just your mind’s way of saying you’re stressed. So, relax, take a deep breath and write down everything you have to actually get done. Then, prioritize. What is task is the highest level of importance, or close to be late (or already late)?
Set Goals – Achieve them in Steps
Handwrite a list. Create a vision board. Place sticky notes all over your office. Do whatever you have to in order to constantly remind yourself what your goals are. Break those goals down and achieve them in small steps. Recognize and understand that it may not happen overnight, but if you don’t even acknowledge your personal or business goals, how will you ever achieve anything? Also, remember to dream big but be realistic when deciding your goals.
Give yourself a time to finish something, and stick to it. Don’t get close to the deadline and push back the deadline even more, and don’t give yourself a deadline and wait until the last possible second. You could even give yourself numerous deadlines in order to keep yourself on track to finish a big project by a certain time, especially if months away.
Give Yourself Breaks, or Switch Projects
It has been discovered that productivity is increased when people spend 20 minutes focused on one specific task. When you are working on a task, try to concentrate for a solid 20 minutes, then either take a 5 minute break or switch tasks and concentrate for those key 20 minutes.
Assign and Delegate
There may be tasks that just wear you down, and delegating them to someone else who might have more free time is an option. Just remember that if you assign someone the task of making sure any conference rooms are ready for clients, that will be their new top priority on certain days and they’re trying to stay focused just like you.